Podcasts by The Perry Richey Group Podcast

The Basics Long-Term Care Planning with Erica Knoll from 2023-12-12T18:53:58

Long-term care is a delicate topic that many hesitate to talk about. On this episode, Andrew sits down with Erica Kroll, Insured Solutions Consultant at Baird, to discuss questions such as: What...

The December Advisor Roundtable from 2023-12-06T21:16:59

On the final Advisor Roundtable of 2023, the Advisor team discusses our outlook for 2024, our favorite Charlie Munger quotes, and some year-end gifting reminders.

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End of Year Planning from 2023-11-15T14:08:24

Listen in as Brooke Cassady discusses a checklist of financial planning action items to consider prior to the end of 2023. Click here to...

The Advocate Advantage from 2022-03-29T19:10:39

At The Perry Richey Group, we know the importance of having peace of mind that your loved ones and close friends are making informed financial decisions.

Therefore, we are excited to an...

March Advisor Roundtable from 2022-03-03T19:01:38

On this Month’s Advisor Roundtable, your Advisor Team sits down to break down the volatility in the markets over the last few weeks and give you our thoughts on the events taking place in Ukrain...

Making Sense of Inflation and Interest Rates in Today’s Market with Mark Eibel from 2022-02-22T17:27:15

Inflation and Interest Rates are two topics on the forefront of investor’s minds and contributors to the market volatility that we’ve seen early in 2022. On this episode, we have special guest, ...

The February Advisor Roundtable from 2022-02-03T16:29:43

On this month’s Advisor Roundtable, the Perry Richey Group advisors tackle one of the most common questions on investors minds right now, “Why would the Federal Reserve be raising interest rates...

What We’re Learning: Shawn Perry from 2022-01-31T20:26:58

We are excited to launch a new series that will run throughout 2022 titled, “What We’re Learning”. In the first edition Drew Richey interviews Shawn Perry about the various books, articles, podc...

Market Education: Behavioral Finance 101 from 2021-11-19T15:45:15

Historically, investors spend a significant amount of time and energy reviewing financial statements, returns, valuations, etc. in order to make investment decisions and make sense of what is go...

Pooled Employer Plan from 2021-10-11T14:50:04

Are you a small business owner and had trouble starting a retirement plan for cost or administrative reasons? Jay Palmer, Regional Director at American Trust Company,  joins us on the Podca...

The October Advisor Roundtable from 2021-10-08T18:06:12

On this month’s Advisor Roundtable, Shawn and Andrew give an update on the markets as we have officially completed the third quarter. They also talk through the latest from Washington D.C. as it...

The September JPR Advisor Roundtable from 2021-09-08T17:38:35

On this month’s Advisor Roundtable, catch up with Shawn, Drew, Josh, and Andrew as they announce upcoming team events, discuss what has been going on in the markets, and provide a few important ...

The Basics of Medicare: What You Need to Know Before Enrolling from 2021-08-16T13:15:03

Are you or a family member about to turn 65 and feel overwhelmed with the process of signing up for Medicare? Or perhaps you are already enrolled in Medicare, but you are looking to change your ...

Market Education: The Basics of Mutual Funds and ETFs from 2021-08-02T13:25:50

Mutual Funds and ETFs are two of the most common investment vehicles for investors to place funds in, but how exactly do they work? In this episode, Josh Marson and Ross Mayfield return for Part...

The July Advisor Roundtable from 2021-07-08T19:41:49

On this month’s Advisor Roundtable, we are excited to be joined by Drew Hubbard, the newest team member of The JPR Group for a Q&A Session. We also provide an update on our team’s events for...

Reflections of a 35 Year Career: A Conversation with Mike Jennings from 2021-06-29T17:36:16

The founding partner of what is now The JPR Group, Mike Jennings, will be retiring this week after 35 years of service in his role as a Financial Advisor. His business partners of 20 years and 1...

Market Education: What is a Market Index? from 2021-06-14T15:46:16

You hear of them all the time- the Dow Jones Industrial Average (DJIA), the S&P500, Russell 2000, but what is a market index? In this episode, Josh Marson and Ross Mayfield break down the ba...

The June JPR Advisor Roundtable from 2021-06-08T18:55:48

On this month’s edition of the Advisor Roundtable, Shawn and Mike share an important update on our team including Mike’s upcoming retirement, and the addition of several new team members. Josh M...

21st Century Retirement: The Distribute Phase from 2021-06-01T20:06:55

You’ve saved for retirement throughout your working years, and now finally reached the magic day…now what? In this episode, Andrew and Rod Smyth, the Director of Investments with RiverFront Inve...

21st Century Retirement: The Sustain Phase from 2021-05-24T13:16:34

I’m sure you’ve heard the phrase “Set it and forget it” as it relates to your investment portfolio. While in certain instances this can be good advice, The Sustain Phase is a critical time for t...

21st Century Retirement: The Accumulate Phase from 2021-05-17T14:35:45

The earliest years can be the most critical in your retirement savings journey, so it’s critical that you don’t let them go to waste! In this episode, Andrew and Rod Smyth, the Director of Inves...

The May Advisor Roundtable from 2021-05-07T13:03:33

On this month’s Advisor Roundtable, Drew and Andrew sit down to provide an update on the market and commentary around the Biden Administration Proposal released last week. Jacqueline Rowe also j...

Estate Planning Basics Part Two: Understanding the Role of a Trust and Outlook on Estate and Gift Tax Changes from 2021-04-26T16:03:45

In part two of our Estate Planning Basics Series, Shawn is joined on the podcast by Chris Staples, Chief Operating Officer of the Hilliard Lyons Trust Company. Chris provides some of the reasons...

Estate Planning Basics Part One: What Everyone Should Know About Estate Planning from 2021-04-19T18:19:35

In part one of our Estate Planning Basics Series, Shawn is joined on the podcast by Ella Neely, an Estate Planner with Baird’s Financial and Estate Planning Department. Together Shawn and Ella g...

The April Advisor Roundtable from 2021-04-06T12:58:08

On this month’s Advisor Roundtable, the JPR Group Advisors talk about a topic that has been getting a lot of headlines recently: Inflation. They discuss what investors need to understand about i...

The Personal Information Guide: The Key to Simplifying Your Financial and Family Records from 2021-03-18T18:23:55

Have you ever experienced an emergency or the loss of a loved one and felt overwhelmed trying to track down all of their various accounts, insurance policies, subscriptions, etc.? Jacqueline Row...

The March Advisor Roundtable from 2021-03-04T18:28:55

On this month’s Advisor Roundtable, The JPR Group is joined by Maggie Savage, CFA, a Research Analyst with the Specialized Asset Management (SAM) Team of Baird’s Asset Management Group. Maggie a...

Travel in a COVID World from 2021-03-01T22:56:11

Listen in as Jacqueline Rowe chats with Cathy Moulton, Baird’s director of travel services, about traveling in the midst of a global pandemic.  They talk about travel trends, what you need ...

February Advisor Roundtable from 2021-02-03T17:22:35

On this month's Advisor Roundtable, we are excited to have a guest appearance by Ross Mayfield, CFA(R), Investment Strategy Analyst with Baird Private Wealth Management. Ross joins Shawn Perry a...

The January Advisor Roundtable from 2021-01-08T14:23:57

In this month’s Advisor Roundtable, we are excited to have a guest appearance by Peter Lim, Portfolio Manager with the Hilliard Lyons Trust Company. Peter and our very own Josh Marson have a con...

The December Roundtable from 2020-12-17T17:43:39

On this months JPR Group Advisor Roundtable, listen in as Drew Richey, Shawn Perry, Mike Jennings, and Josh Marson compare this year to past precedence, discuss what to look for in 2021, and rev...

Capital Gains and Year End Tax Planning from 2020-12-01T14:00

As we close in on the end of 2020, Josh, Mike and Andrew sit down to discuss some year end tax planning strategies for investors that have money in non-qualified accounts. They specifically high...

Retirement Readiness: Budgeting Basics from 2020-11-18T20:14:20

In this episode, Andrew Boyles and Drew Almy from Unified Trust Company get back to the basics of budgeting. Our Retirement Readiness Series which was launched earlier in 2020 is focused on prov...

Don't Mix Your Politics With Your Planning from 2020-11-09T23:26:15

Listen in as Mark Eibel of Russell Investments presents our most recent Capital Market Outlook.  He discusses the election, answers the number one question he’s been getting from advisors a...

The November Advisor Roundtable from 2020-11-04T20:36:20

Shawn, Josh, and Andrew sit down the morning after the election to unpack the events of November 3rd and what investors need to know. Jacqueline Rowe also makes a guest appearance to talk about ...

The October JPR Advisor Roundtable from 2020-10-01T16:40:43

This month on the Advisor Roundtable, Drew, Shawn, Josh, and Andrew get together and discuss the markets ahead of the Presidential Election, talk through some year end tax planning strategies an...

Enhancing Your Charitable Giving Through a Donor Advised Fund from 2020-10-01T01:22:17

Andrew Boyles chats with Jacqueline Rowe about Donor Advised Funds and the unique charitable and year-end tax planning opportunities they can offer.  They discuss the whitepaper that Jacque...

Leaving Money on the Table: Why Many People Take Social Security at the Wrong Time from 2020-09-21T12:00

In the episode, Drew and Andrew sit down to talk about the complexities of Social Security and a common mistake that many people make when filing for Social Security. They go over several key co...

Navigating Pension Offers for Retirement from 2020-09-07T13:00

In this episode, Drew and Andrew sit down to discuss a common dilemma that many retirees face. Their company offers them a pension, and they are forced to decide how they would like to receive t...

The August JPR Advisor Roundtable from 2020-08-24T12:00

On this roundtable Drew, Mike, Josh, and Andrew sit down and talk about what's been going on in the market over the last month, begin discussing the upcoming Presidential Election, and highlight...

3rd Quarter Capital Market Outlook with Michael Antonelli from 2020-08-03T12:00

Listen in as Mike Antonelli, Baird Managing Director, PWM Market Strategist, and author of the nationally acclaimed blog Bull and Baird, discu...

Leading Through a Crisis: Lessons from a Retired CEO from 2020-07-27T12:00

For 13 years, Heikki Rinne served as the CEO for Halton Group Ltd, a global technology ventilation company, with operations in 34 countries. Heikki also served as CEO of eFruit International Inc...

The July JPR Advisor Roundtable from 2020-07-21T15:23:12

On this episode, the JPR Advisor Team Roundtable discussion is back. Shawn, Drew, Mike, and Brooke Canary from the JPR Service Team sit down (virtually) and talk about what's been going on in th...

Current Agriculture Disruption and Farm Family Succession Issues from 2020-07-13T12:00

With the average age of farmers rising, change is on the horizon in the agricultural industry. Consolidation of farming operations and a diminishing interest in continuing farming from the next ...

Planning for Life's Transitions - Long Term Caregiving from 2020-07-07T16:29:48

Brooke and Jacqueline have a conversation with Elizabeth Downing, Director of Outreach with Timesavers, about starting the conversation with loved ones about end of life stages before they happe...

Investing Internationally: Home Country Bias from 2020-07-06T13:00

In this episode, we continue with part two of our International Investing Series. Home Country Bias is a behavioral finance concept that causes investors to favor owning investments in their own...

Family Business Succession with Lance Woodbury from 2020-06-29T13:00

Running and passing down a family business is a unique challenge. In this episode, Shawn speaks with Lance Woodbury who is a Principal at K Coe Isom and serves as an advisor to closely held agri...

Keeping Employees Engaged in the “Work From Home” Paradigm from 2020-06-22T13:00

Did you know that fifty-five percent of managers say they will allow their employees to work remotely more often than they did before COVID-19? Over the last three months, business owners have b...

Advisor Roundtable Discussion: June 2020 from 2020-06-11T16:30:02

On this episode, the JPR Advisor Team Roundtable discussion is back. Shawn, Drew, Josh, and Andrew sit down (virtually) and talk about what's been going on in the market over the last month, imp...

Why Invest Internationally? from 2020-06-08T13:00

International investing is a key component of diversification, but a concept that many investors struggle to understand and feel confident in. International investing presents a host of opportun...

COVID-19 Business Planning Topics with Jaleigh White from 2020-06-01T13:19:02

Many business owners have been overcome with wave after wave of difficult decisions to keep their businesses afloat over the last several months leaving them little time to think about strategic...

Philanthropy Topics with Jaleigh White from 2020-06-01T13:10:17

In this episode, Shawn sits down with Jaleigh White, Director of High-Net-Worth Strategies at Baird, to discuss how to effectively engage with and support non-profit organizations in response to...

Advisor Roundtable Discussion: May 2020 from 2020-05-22T20:10:51

In the episode, you will hear from the Advisor Team at the JPR Group - Shawn, Drew, Mike, Josh, and Andrew. They'll be providing you with an update on the market, timely planning concepts in mid...

Where Do We Go From Here? A Capital Market Discussion with Mark Eibel from 2020-05-05T19:43:54

In this episode, we get an updated market outlook from Mark Eibel. Mark is the Director of Investment Strategies for Russell Investments and frequently appears on networks such as CNBC, Bloomberg T...

Keeping South Central Kentucky Strong featuring Ron Bunch from 2020-05-04T18:43:43

On this episode, Drew sits down with Ron Bunch who is the President and CEO of the Bowling Green Area Chamber of Commerce to hear about the impact the Chamber is having on the South Central Kentuck...

Phases of Market Panic: Where Are We Now? Featuring Doug Sandler from 2020-04-29T18:55:26

In this episode, Shawn speaks to Doug Sandler, Head of Global Strategy at RiverFront Investment Group. Doug speaks to natural stages that emerge during a market crisis and gives his thoughts as to ...

Interview with Sam Ushio, Founder of GvG17 and Principal at Ikigai Labs from 2020-04-24T03:12:31

In the episode, we take a break from providing you a market update and Shawn talks with Sam Ushio, Founder of GvG17 and Principal of Ikigai Labs. Sam who previously worked in a Corporate environmen...

Interview with Mark Nickel, President and Chief Investment Officer of Hilliard Lyons Trust Company from 2020-04-16T20:20:23

In this episode, Shawn sits down with Mark Nickel to get an update on the markets and discuss the opportunities and challenges of leading the Hilliard Lyons Trust Company in the new work from home ...

Interview with Michael Antonelli, PWM Market Strategist from 2020-04-09T19:44:29

Shawn sits down with Michael Antonelli who is a Managing Director and Equity Trader at Baird to reflect on the events of the last month and lessons we can take from the Coronavirus pandemic. Michae...

What 401(k) Participants Need to Know About the CARES Act from 2020-04-08T19:16:41

With the passage of the CARES Act on March 27th Coronavirus financial was provided for individuals and small businesses. On this episode, Andrew sits down with Monika Hubbard of Unified Trust Compa...

CARES Act Briefing with Ian Loos, Attorney at Bell, Orr, Ayers, and Moore from 2020-04-07T13:26:12

The recently pass CARES Act, or Coronavirus Aide, Relief and Economic Security Act provide many benefits to small businesses, individuals, and families. Last week, Drew had an opportunity to speak ...

COVID-19 Market Update Pt. II from 2020-03-26T21:25:10

*Recorded on Tuesday 03/24/2020. In this episode, Shawn spends a few minutes with Mark Eibel of Russell Investments getting an update on the status of COVID-19 and what investors need to be thinkin...

COVID-19 Market Update Conference Call from 2020-03-16T18:58:10

Recorded on Monday, March 16th, the JPR Group Advisors shares their thoughts on the market activity over the last several weeks related to COVID-19.

2020 Capital Market Outlook with Mark Eibel of Russell Investments from 2020-02-05T15:33:43

In this episode, we hear from Mark Eibel, Director of Investment Strategies for Russell Investments. Pending trade deals, the Federal Reserve and Presidential Election will be major headlines this ...

Interview with Dr. Greg Kasten, Founder and CEO of Unified Trust Company from 2020-01-15T14:30:57

In this episode, Drew sits down with Dr. Greg Kasten, Founder and CEO of Unified Trust Company to hear what inspired Dr. Kasten to leave his career as an Anesthesiologist and build a Retirement Pla...

Interview with Max Mann of the Baird Specialized Asset Management Group from 2019-11-08T14:00:58

In this episode, Drew sits down with Max Mann, a Portfolio Manager with the Baird Specialized Asset Management (SAM) Group. The SAM Group is a part of Baird Asset Management that offers investment ...

Cash Balance Plans: Advanced Retirement Savings and Tax Deferral Strategies for Entrepreneurs from 2019-08-28T21:29:35

Matt Bravo is the Managing Actuary at Acuff & Associates and he joins us to discuss Cash Balance Plans. Cash Balance Plans are a type of Qualified Retirement Plan that offer tax deferral savings ab...

Second Quarter Market Recap and Baird Transition Update from 2019-07-23T14:01:26

Drew, Josh, and Andrew spend time talking about the latest news around Hilliard Lyons transition to Baird, and our thoughts on the current market environment.